Student Worker

This role supports financial advisors in Sheboygan with research, paperwork and meeting preparation. What draws you to wealth management?

What they are checking: Whether their interest in wealth management has real substance, rather than being a general wish to work in finance.

The posting names exceptional telephone etiquette. What does a good call with an older client sound like?

What they are checking: Whether they speak to older clients clearly, patiently and respectfully on the phone, since they are likely the most frequent callers.

You'd process paperwork including opening new accounts and handling death distributions. How do you handle a task where a mistake would matter to a family?

What they are checking: Whether they take extra care on sensitive paperwork like death distributions, because mistakes there hurt grieving families directly.

You'd answer phones and respond to basic client questions, forwarding more advanced calls. How do you decide what you can answer and what you pass on?

What they are checking: Whether they know which questions they can answer and which to pass to an advisor, which protects clients and the firm.

You'd see clients' financial information. What would you not discuss, and with whom?

What they are checking: Whether they understand that clients' financial information must stay private, with friends and family, even in a student role.

How would you handle being given more work than fits in your hours?

What they are checking: Whether they would speak up early when overloaded, rather than quietly missing tasks that advisors and clients depend on.

This is a student role in Sheboygan. How does it fit around your classes, and what do you want it to lead to?

What they are checking: Whether the job fits around their classes, and whether they have a real sense of where they want it to lead.

You'd research stocks, funds, money managers and investment strategies for advisors. How would you research a fund you had never heard of?

What they are checking: Whether they know how to research an unfamiliar fund using credible sources, such as its prospectus, fees, holdings and track record.

You'd create quarterly performance reports and distribute them to clients. How do you check a report going to a client is right?

What they are checking: Whether they check client reports carefully before sending them, because errors in client-facing documents quickly undermine trust in the advisors.

You'd conduct cost basis research. What is cost basis, and why does it matter to a client?

What they are checking: Whether they understand what cost basis is and why it affects a client's taxes, rather than just following steps.